Alejandro Aguilar

About Alejandro Aguilar

My expertise lies in providing solutions to complex financial situations and helping individuals and organizations achieve their financial objectives. I have a proven track record of delivering above-and-beyond value to clients and employers. I build effective relationships with internal team members and external partners and exhaust all possibilities and develop creative solutions for complex issues. I am a Certified Financial Planner with an MBA in Finance and CFA designation:Sophisticated Investment Strategies; Management Consulting; Securities Trading; Portfolio Analysis & Evaluation; SEC Regulatory Compliance; Financial Planning; Asset Allocation; Risk Management & Mitigation; Client Relationship Management; Quantitative & Qualitative Analysis; Private Wealth Strategies; Training & Coaching; Diversity & InclusionCell: 40••••••64Email: u••••••••@gmail.com

Experience

1. Senior Financial Planning Analyst

   Mercer Advisors

   Oct 2023 — Present

   Provide comprehensive Financial, Estate and Tax Planning to HNW/UHNW clients.• Evaluate and recommend optimal ISO/NSO/RSU, pension and social security payout strategies. • Analyze financial documents, including tax returns, to recommend tax saving solutions. • Assess client’s goals and constraints to recommend appropriate tax-deferred/tax-managed strategies to achieve the clients desired return objectives.• Evaluate Estate Planning goals to determine appropriate trust structures for generational and charitable transfers.

Education

• University of California, Berkeley

  Economics

• University of Michigan - Stephen M. Ross School of Business

  MBA, Finance

  1992 — 1994

Skills

• Cmbs
• Mutual Funds
• Structured Products
• Mbs
• Loans
• Trading
• Credit
• Financial Risk
• Bonds
• Portfolio Management
• Investments
• Securities
• Asset Management
• Capital Markets
• Structured Finance
• Fixed Income
• Asset Allocation